CCH Axcess Document Firm Setup eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
1 hour for CPAs |
During this self-paced interactive training, you will learn about the essential options and features that must be addressed during the initial setup and configuration of CCH Axcess Document.
This course is excluded from all subscription packages.
Publication Date: October 2022
Designed For
The Implementation Leader. The person responsible for the initial setup and configuration of CCH Axcess Document
Learning Objectives
- Learn to set up and edit class and subclass lists
- Configure firm settings, defaults, lists, and user options for Document
- Manage Document email notifications
- Learn about CCH Axcess Document cloud storage details
- Learn about folder templates, firm name, logo, and security groups
- Learn about a file location plan and file migration workflow
- Understand Share Safe functionality
- Learn about Document's integration with other CCH Applications
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
